Sax Wealth Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Sax Wealth Advisors’s Portfolio FFSM Stock Details FFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.85M	Sell	182,979 -9,902	-5%	-$353K	0.24%	79
2026 Q1	$5.92M	Hold	192,881	–	–	0.29%	63
2025 Q4	$5.92M	Buy	192,881 +35,720	+23%	+$1.07M	0.28%	65
2025 Q3	$4.59M	Buy	157,161 +40,353	+35%	+$1.14M	0.25%	64
2025 Q2	$3.18M	Buy	116,808 +15,203	+15%	+$388K	0.19%	76
2025 Q1	$2.56M	Buy	101,605 +47,858	+89%	+$1.29M	0.18%	75
2024 Q4	$1.44M	Buy	+53,747	New	+$1.5M	0.11%	90

Other funds holding FFSM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sax Wealth Advisors's FFSM Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 5.1% in Q2 2026, selling an estimated $353K and leaving 182,979 shares worth $5.85M. The position accounts for 0.24% of the portfolio, ranked #79.

Sax Wealth Advisors first reported a position in FFSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.92M in Q1 2026. 9 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Sax Wealth Advisors held 182,979 shares of Fidelity Fundamental Small-Mid Cap ETF worth $5.85M as of Q2 2026.
Sax Wealth Advisors sold 9,902 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $353K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.24% of Sax Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Sax Wealth Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $5.92M in Q1 2026.
9 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.